Happy Ending #3: Even if the president does not blink, and even if Democrats don’t get blamed, perhaps Republican activists will be so motivated and mobilized by the shutdown that their excitement will loft the party to big wins in the 2014 races.

Problem with Happy Ending #3: Because Happy Endings 1 and 2 look so unlikely, the shutdown is likely to end in a Republican retreat. Party activists will be demotivated—and may waste their energy recriminating against their own leadership rather than organizing to fight Democrats.

All in all, it’s hard to see any positive outcome emerging for Republicans from this confrontation. Yet the party is charging forward anyway. Why?

The short answer is a breakdown in the party’s ability to govern itself. It can’t think strategically. Even when pressed to do something overwhelmingly likely to end in disaster, as this shutdown looks likely to do for Republicans, the party has no way to stop itself. It stumbles into fights it cannot win, gets mad, and then in its anger lurches into yet another fight that ends in yet another loss.